Investment Implementation Services Specialist

Investment Implementation Services Specialist

Toronto, CA

18+ Months

Rate : $40.00 / hr

Description :

Do you have investment management operations experience? Do you thrive in a fast-paced dynamic work environment? Are you a self-starting, well-organized problem solver with a passion for the institutional investment industry with experience in funds, securities, and onboarding clients?

Delegated Solutions currently has an opening available in their Toronto office for a Client Investment Onboarding Specialist.

The Client Onboarding Specialist will work with the Head of Client Implementation on the transition and onboarding activities related to client assets of defined benefit plans, defined contribution plans, endowments, foundations, and non-profit organizations.

The successful candidate will be proficient in the securities industry practices and have experience working with custodians, investment managers, transition managers, insurance companies, and transfer agents.

The successful candidate will work with the investment team on the onboarding process.

Reporting to the Head of Client Implementation for Canada, responsibilities will focus on client onboarding and implementation.

The role will include but is not limited to :

On-going maintenance and documentation of the onboarding process to allow for efficiency, risk review, and continuous improvement.

This requires proficiency in :

• Transition management
• Securities settlement
• Fund settlement
• Alternative investment transactions including capital calls and hedge funds
• Transition and implementation related to new client onboarding
• Implementation of new products including :
• Planning and approval
• Documentation of trust agreements and offering materials
• Set up of transfer agent, custody, and trustee
• Execution of fund launch
• Implementation of third-party managers including :
• Documentation
• Set up with client custodian and manager
• Execution of initial trading
• Implementation of Sub-advisor changes including :
• Documentation
• Coordination of set up with custodian and sub-advisor
• Transition
• Maintenance of client information and delivery of services including :
• Plan mergers and dismantling of Master Trusts
• Plan name changes
• Client billing
• Client documentation

Qualifications :

• Undergraduate degree in relevant finance, economics, or related discipline
• 5+ years Portfolio Manager experience with focus on institutional client account maintenance, defined contribution platforms, and trade order management experience (securities and funds)
• Mutual / Pooled Fund experience would be an asset
• Outstanding technical, analytical, and problem-solving skills; Microsoft Office competence with a strong emphasis in Excel including Macro proficiency
• Strong organizational skills
• Ability to manage multiple priorities and work with minimal supervision
• Excellent interpersonal and project management skills with a strong attention to detail
• Strong verbal and written communication skills a must

Strong Assets :

• Previous cash management experience
• Trade processing experience
• Charles River Investment Solutions experience
• Quality assurance / User acceptance testing experience
• Intermediate to advanced Microsoft Excel skills

What makes you just right for the job?

• You enjoy working with small dedicated teams
• You see the big picture and are hands-on with day-to-day functions
• You manage your time effectively and independently
• You are adaptable to changing client needs
• You are patient during times of transition and see the long-term gains of change
• You are flexible regarding working hours in order to meet service levels when required
• You are dedicated to a high level of accuracy for yourself and expect the same from your team
• You strive to improve processes and find more efficient ways to serve clients

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